Larry Mathis Financial Planning, LLC

Position in NVS — Novartis AG

CIK 2118274 PHOENIX, AZ

Position in NVS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$863,527

+$11,946 QoQ

Shares Held

5,510

-1.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.19%

of 13F equity value

Holder Rank

#669

of 1,603 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Healthcare · as of Jun 30, 2026

Larry Mathis Financial Planning, LLC holds $4,999,669 across 6 Drug Manufacturers - General names. NVS ranks #3 (17.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	5,695	$1,433,089
2	MRK	Merck & Co., Inc.	9,013	$1,158,170
3	NVS	Novartis AG This page	5,510	$863,527
4	GILD	Gilead Sciences, Inc.	5,134	$648,629
5	BMY	Bristol Myers Squibb Co	8,897	$512,645
6	GSK	GSK plc	7,318	$383,609

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$863,527	5,510	-1.2%	Shares	Sole	2026-07-27
2026-03-31	$851,581	5,575	-2.3%	Shares	Sole	2026-04-22
2025-12-31	$786,824	5,707	—	Shares	Sole	2026-03-11
No filing history on record for this holder in this stock.